Investor
JBGlobal.com LLC
CIK 0002051348 · filed 2026-04-07 · SEC filing
13F book
$101.5M
Positions
27
11 new · 3 sold
Largest name
24.0%
Vanguard Scottsdale Fds
Est. mark
$250.3K
Price effect on 16 names still held. Flow $21.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 307.8K | $24.4M | 24.0% | −$136.2K | Added$789.3K |
| Ishares Tr | — | 383.3K | $20.1M | 19.8% | −$120K | Added$311.6K |
| Schwab Strategic Tr | — | 563.4K | $17.2M | 16.9% | — | New |
| Wisdomtree Tr | — | 77.1K | $12.2M | 12.0% | $1.11M | Cut$995K |
| Vanguard Index Fds | — | 42.9K | $9.31M | 9.2% | — | New |
| Vanguard Scottsdale Fds | — | 57.7K | $4.77M | 4.7% | — | New |
| Apple Inc. | AAPL | 8.6K | $2.18M | 2.1% | −$155.2K | Held |
| Select Sector Spdr Tr | — | 21.9K | $1.79M | 1.8% | — | New |
| Alphabet Inc | — | 5.04K | $1.45M | 1.4% | — | New |
| Ishares Inc | — | 15.5K | $1.22M | 1.2% | — | New |
| Lowes Cos Inc | — | 3.23K | $763.1K | 0.8% | −$15.6K | Added−$15.4K |
| Vaneck Etf Trust | — | 8.18K | $750.5K | 0.7% | — | New |
| Select Sector Spdr Tr | — | 12.9K | $637.9K | 0.6% | — | New |
| Amazon Com Inc | AMZN | 2.77K | $576.7K | 0.6% | −$62.4K | Held |
| Paychex Inc | PAYX | 6.02K | $554.9K | 0.5% | −$120.7K | Added−$120K |
| Capital One Finl Corp | — | 2.04K | $371.6K | 0.4% | — | New |
| Berkshire Hathaway Inc Del | — | 774 | $370.9K | 0.4% | −$18.2K | Held |
| Automatic Data Processing In | — | 1.78K | $362.6K | 0.4% | −$96.4K | Added−$96.2K |
| Schwab Strategic Tr | — | 13.1K | $330K | 0.3% | −$14.9K | Held |
| Starbucks Corp | SBUX | 3.62K | $324K | 0.3% | $19.4K | Added$19.7K |
| Block Inc | — | 4.64K | $279.1K | 0.3% | −$22.8K | Cut−$33.8K |
| Microsoft Corp | MSFT | 732 | $271K | 0.3% | −$83K | Held |
| Alphabet Inc | — | 920 | $263.9K | 0.3% | — | New |
| Fiserv Inc | FISV | 4.72K | $263.2K | 0.3% | −$52K | Added−$43.8K |
| Etsy Inc | ETSY | 5.14K | $256.7K | 0.3% | — | New |
| Citigroup Inc | — | 2.1K | $238.7K | 0.2% | −$6.9K | Cut−$110.3K |
| Novartis Ag | — | 1.55K | $236.8K | 0.2% | $23.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.